2023 Form 5500 filing — North Georgia Cpa, Inc. Retirement Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240619100055NAL0008432290001) for North Georgia Cpa, Inc. Retirement Plan, reported by North Georgia Cpa, Inc. under EIN 46-1100428 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$491.6KReported net assets$491,551
Participants2
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240619100055NAL0008432290001
Plan sponsor
North Georgia Cpa, Inc.
EIN
46-1100428
Plan number
001
Location
Canton, GA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$491.6K total assets
Net assets$491.6KLiabilities
Money in vs. money out
Total income / additions$86K
Total expenses$0
Benefits paid / distributionsNot reported
Contributions
Employer$10K
Participant$15K
Full reported line items
Total assets (EOY)
$491,551
Net assets (EOY)
$491,551
Employer contributions
$10,000
Participant contributions
$15,000
Total income / additions
$86,049
Total expenses
$0
Net increase / (decrease)
$86,049

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240619100055NAL0008432290001 cover?
It is the 2023 Form 5500 filing for North Georgia Cpa, Inc. Retirement Plan, reported by North Georgia Cpa, Inc. (EIN 46-1100428).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages